Unclaimed
Ruth ellen Blair Marsteller is a financial advisor and registered representative, with over 12 years of experience in the financial services industry. Ruth ellen has a broad range of experience in the financial industry working at Blackstone Securities Partners L.P. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ruth ellen currently works at &partners, LLC, a financial firm with offices in New York and Nashville. Ruth ellen is registered to provide investment advice in multiple states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
NY
08/28/2024 - Present
&partners (NEW YORK NY)
NY
04/01/2021 - 03/04/2024
BLACKSTONE SECURITIES PARTNERS L.P. (NEW YORK NY)
NY
05/13/2019 - 02/16/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Ruth ellen Marsteller is the right advisor for you? Invested Better is here to help.